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Compare MOAT vs. SKUK

Compare shares and ETFs on the ASX that you can trade on Pearler.

Morningstar US 'Wide Moat'

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are MOAT and SKUK. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

MOAT

SKUK

Popularity

Low

Low

Pearlers invested

522

6

Median incremental investment

$1,000.00

$502.50

Median investment frequency

Monthly

Quarterly

Median total investment

$4,422.99

$828.72

Average age group

> 35

> 35


Key Summary

MOAT

SKUK

Strategy

The key objective of the MOAT fund is to track the performance of the Morningstar Wide Moat Focus NR AUD Index before considering any fees, expenses, and taxes.

SKUK.AX was created on 2023-11-01 by Hejaz . The fund's investment portfolio concentrates primarily on target outcome asset allocation. To achieve a (total) return at least equal to movements in the Benchmark over a rolling 5to 7-years timeframe through exposure to a diversified equities portfolio of shariah complaint investments

Top 3 holdings

Salesforce Inc (3.26 %)

Bristol-Myers Squibb Co (2.95 %)

Autodesk Inc (2.90 %)

Hejaz Sukuk Active ETF (Managed Fund) (100 %)

Top 3 industries

Health Care (38.79 %)

Other (23.89 %)

Information Technology (21.95 %)

Top 3 countries

United States (98.74 %)

Netherlands (1.26 %)

Management fee

0.49 %

1.33 %


Key Summary

MOAT

SKUK

Issuer

VanEck

Hejaz

Tracking index

Morningstar Wide Moat Focus Index - AUD

Bloomberg Global Aggregate USD Sukuk Index - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.49 %

1.33 %

Price

$134.03

$1.07

Size

$1.072 billion

N/A

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

3.81 %

0.30 %

Market

ASX

ASX

First listed date

26/06/2015

31/10/2023

Purchase fee

$6.50

$6.50


Community Stats

MOAT

SKUK

Popularity

Low

Low

Pearlers invested

522

6

Median incremental investment

$1,000.00

$502.50

Median investment frequency

Monthly

Quarterly

Median total investment

$4,422.99

$828.72

Average age group

> 35

> 35


Pros and Cons

MOAT

SKUK

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

MOAT

SKUK

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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